Configure Printing and Posting Reports

There are certain settings that need to be in place to ensure the Action Board’s automated processes are not interrupted. The following steps are required for the Action Board to perform as intended:

Automate Printer Selection

Automating the printer selection will ensure that checks and EFT remittances can print without interrupting the process – you must set up GP Named Printers or configure Action Board printers.

Define Paths for Reports/Lists

Posting reports and edit lists should be set up so they can be generated without interfering with the Action Board’s automated processes.

1. Open the Posting Setup window (Administration > Setup > Posting > Posting)

2. Use the drop-down to set the Series as Purchasing.

3. Use the drop-down to set the Origin as Computer Checks.

4. For each report that you want to generate, use the Send To column to assign it to a file, monitor, or printer by checking the box in the file column and ensuring the other checkboxes are unmarked. Note: Do not assign the report to a query.
   
   
   

5. You can assign a destination for each individual posting journal type as needed. Click on the Path field directly underneath a particular posting journal, then on the folder icon under Append/Replace.

6. Choose the file where you would like this posting journal to be sent. The file path will display:
   
   
   

*In standard functioning, if you posted multiple checkbooks in the same company, it would overwrite your posting journal each time. However, the Action Board will capture the path name and insert this phrase: (Checkbook id _ YYMMDD_HHMMSS_) between the names of the folder and the file in order to create a unique name. The Posting set up is done on a per company basis in Dynamics GP. Therefore, you can set up each company to point to its own path if you want to separate your posting journals on a per company basis.